FHA
JPM.WS

Flagship Harbor Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Flagship Harbor Advisors’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,000
Closed -$126K – 2176
2018
Q2 		$126K Buy
+2,000
New +$139K 0.03% 513

Other funds holding JPM.WS

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OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Flagship Harbor Advisors's JPM.WS Position: Q3 2018 in Review

Flagship Harbor Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 2,000 shares — an estimated $126K sold.

Flagship Harbor Advisors first reported a position in JPM.WS in Q2 2018 and held it in 1 quarter. The position peaked at $126K in Q2 2018. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

  • Flagship Harbor Advisors reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,000 JPMorgan Chase shares in Q3 2018, an estimated $126K.
  • Flagship Harbor Advisors first reported a position in JPMorgan Chase in Q2 2018 and held it in 1 quarter.
  • Flagship Harbor Advisors's JPMorgan Chase position peaked at $126K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Flagship Harbor Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.